Developments in lithium and battery materials

Developments in lithium and battery materials

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What's driving the chemical M&A rebound?

Federico Mennella, managing director and head of chemicals and materials, DC Advisory, joins host Vincent Valk for a discussion on the chemical M&A rebound in 2026. Large deals look to be returning as companies grow more comfortable with volatility and pursue portfolio reposition ...  Show more

Can chemical producers turn Middle East volatility into an advantage?

Paul Kurias, S&P Global Ratings director, lead analyst, corporate ratings, and Danny Krauss, S&P Global Ratings director, join host Vincent Valk for a discussion on the 2026 credit outlook for the chemicals sector. The sector outlook remains mixed as US chemical companies may ben ...  Show more

Recommended Episodes

Current Market Conditions and the Impact of EV Demand and Geopolitics on Lithium Outlook
WTR Small-Cap Spotlight

Send us Fan MailJoe Lowry and Dmitry Silversteyn discuss the current state of the lithium industry, including lithium mining and processing companies and regions, and EV battery technology evolution’s impact on lithium demand, as well as the role of geopolitical considerations wh ...  Show more

Metal Movers: Is Japan a potential market for the European lithium producer?
Argus Media

Join Eramet's Tokyo-based market research analyst Antoine DE VEYRAC, and Argus’ Senior reporter, <a href='https://www.linkedin.com/in/yusuke-maekawa-140b118a?miniProfileUrn=urn%3Ali%3Afs_miniProfile%3AACoAA ...

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103. Battery chemistry: China against the World - Aug23
Redefining Energy

As the growth of the EV market and Energy Storage continues unabated, we wanted to know what the current State of Play in the Battery industry is. In 2023, China dominates the Li_Ion battery market and its main companies, BYD and CATL are – alongside Tesla – blazing the trail of ...  Show more

Accelerating EV Sales, and What It Means for Lithium and Other Battery Metals
BMO Equity Research IN Tune

BMO Capital Markets recently increased its electric vehicle (EV) penetration forecasts to 7% this year, and 15% by 2025, with important spillover impacts into lithium, nickel, and cobalt. This podcast highlights the work of our analysts, Joel Jackson, Robin Fiedler, and Colin Ham ...  Show more